American Capital Advisory’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$166K Buy
2,435
+226
+10% +$14.7K 0.06% 118
2026
Q1
$137K Sell
2,209
-158
-7% -$9.76K 0.06% 128
2025
Q4
$139K Sell
2,367
-747
-24% -$45K 0.06% 127
2025
Q3
$190K Buy
3,114
+4
+0.1% +$238 0.09% 102
2025
Q2
$176K Buy
3,110
+1,997
+179% +$109K 0.09% 98
2025
Q1
$62.4K Buy
1,113
+5
+0.5% +$275 0.03% 157
2024
Q4
$59.7K Hold
1,108
0.03% 157
2024
Q3
$64K Buy
1,108
+318
+40% +$17.4K 0.04% 153
2024
Q2
$37.1K Hold
790
0.03% 172
2024
Q1
$44.2K Hold
790
0.04% 149
2023
Q4
$37.1K Buy
+790
New +$35.3K 0.03% 172

Other funds holding D

American Capital Advisory's D Position: Q2 2026 in Review

American Capital Advisory increased its Dominion Energy (D) stake by 10% in Q2 2026, buying an estimated $14.7K and bringing the position to 2,435 shares worth $166K. The position accounts for 0.06% of the portfolio, ranked #118.

American Capital Advisory first reported a position in D in Q4 2023 and has held it in 11 quarters since. The position peaked at $190K in Q3 2025. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • American Capital Advisory held 2,435 shares of Dominion Energy worth $166K as of Q2 2026.
  • American Capital Advisory bought 226 Dominion Energy shares in Q2 2026, an estimated $14.7K.
  • Dominion Energy made up 0.06% of American Capital Advisory's portfolio in Q2 2026, its #118 holding.
  • American Capital Advisory first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
  • American Capital Advisory's Dominion Energy position peaked at $190K in Q3 2025.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.